TCM

Triumph Capital Management Portfolio holdings

AUM $409M
1-Year Est. Return 13.6%
This Quarter Est. Return
1 Year Est. Return
+13.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$231M
AUM Growth
-$13K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.79M
3
+$2.67M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.31M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$2.11M

Top Sells

1
+$3.79M
2
+$2.55M
3
+$2.52M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.41M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.28M

Sector Composition

1 Technology 6.81%
2 Financials 5.82%
3 Consumer Discretionary 3.48%
4 Communication Services 2.32%
5 Industrials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 0.77%
64,910
+14,920
27
$1.7M 0.73%
+22,190
28
$1.69M 0.73%
+16,849
29
$1.66M 0.72%
12,133
-3,312
30
$1.63M 0.7%
12,080
+2,428
31
$1.59M 0.69%
+7,647
32
$1.51M 0.66%
27,235
+5,645
33
$1.51M 0.65%
+43,530
34
$1.49M 0.64%
31,942
+13,335
35
$1.49M 0.64%
11,956
+10,483
36
$1.45M 0.63%
153,785
+24,469
37
$1.45M 0.63%
15,859
-1,235
38
$1.38M 0.6%
+18,559
39
$1.25M 0.54%
5,619
+2,968
40
$1.24M 0.54%
+2,099
41
$1.21M 0.53%
71,719
+14,600
42
$1.19M 0.52%
27,067
+9,482
43
$1.18M 0.51%
8,009
-80
44
$1.16M 0.5%
21,854
-47,951
45
$1.15M 0.5%
6,581
-1,983
46
$1.14M 0.49%
24,807
-1,675
47
$1.13M 0.49%
30,120
+26,000
48
$1.08M 0.47%
6,640
-420
49
$1.08M 0.47%
9,327
+3,728
50
$1.07M 0.46%
82,207
+34,074
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